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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
751
Belpointe Asset Management
Nevada
$652K -$203K -1,650 -27%
RA
752
RFG Advisory
Alabama
$650K +$168K +1,360 +44%
Bank Julius Baer & Co
753
Bank Julius Baer & Co
Switzerland
$647K +$535K +4,340 +4,822%
CCM
754
Coldstream Capital Management
Washington
$646K -$6.16K -50 -1%
BAIA
755
Bel Air Investment Advisors
California
$638K +$538K +4,370 New
VFA
756
Valeo Financial Advisors
Indiana
$635K +$86.3K +700 +19%
RRA
757
Round Rock Advisors
Connecticut
$634K – – –
DY
758
Dowling & Yahnke
California
$631K +$16K +130 +3%
GWSG
759
GPS Wealth Strategies Group
Colorado
$624K +$41.9K +340 +9%
FFG
760
Frisch Financial Group
New York
$622K +$77.6K +630 +17%
GT
761
Glenview Trust
Kentucky
$621K – – –
AMM
762
American Money Management
California
$618K +$4.93K +40 +1%
OA
763
Oxbow Advisors
Texas
$614K -$1.23K -10 -0.2%
TCM
764
Traynor Capital Management
Pennsylvania
$610K -$13.6K -110 -3%
EWM
765
Evercore Wealth Management
New York
$605K – – –
SHGA
766
Sand Hill Global Advisors
California
$605K +$510K +4,140 New
WJA
767
Willis Johnson & Associates
Texas
$603K -$59.1K -480 -10%
BWP
768
Baldwin Wealth Partners
Massachusetts
$603K – – –
SSWG
769
Seven Springs Wealth Group
Tennessee
$603K +$139K +1,130 +38%
SWA
770
SFMG Wealth Advisors
Texas
$595K – – –
FHC
771
First Heartland Consultants
Missouri
$593K +$37K +300 +8%
QCM
772
Quest Capital Management
Texas
$587K -$57.9K -470 -10%
SOW
773
State of Wyoming
Wyoming
$587K +$224K +1,820 +83%
Arrowstreet Capital
774
Arrowstreet Capital
Massachusetts
$585K +$493K +4,000 New
Koshinski Asset Management
775
Koshinski Asset Management
Illinois
$584K -$418K -3,390 -46%